PBQQX Mutual Fund

NAV$28.87

Returns Overview

1 Month
+2.48%
3 Months
+18.53%
6 Months
+14.72%
YTD
+13.98%
1 Year
+25.84%
3 Years (annualized)
+19.12%
5 Years (annualized)
+9.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBQQX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.98%
Peer Avg (YTD)
+8.97%
vs Peers
+5.01%

PBQQX Mutual Fund Performance

PBQQX performance across multiple time periods: 1-month 2.48%, YTD 13.98%, 1-year 25.84%, 3-year 19.12%, 5-year 9.54%.

PBQQX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

PBQQX performance comparison shows side-by-side returns with another fund. PBQQX alternatives are available in the Mutual Fund Screener.